MicroStrategy，Michael Saylor和比特幣購買狂歡：它會引發供應衝擊嗎？

邁克爾·塞勒（Michael Saylor）的微觀策略繼續其無情的比特幣積累，引發了有關供應衝擊和企業比特幣國庫的可持續性的辯論。

MicroStrategy, led by the unwavering Michael Saylor, is making waves again. The company's persistent Bitcoin (BTC) purchases have become a defining characteristic, raising eyebrows and sparking discussions across the crypto sphere. Let's dive into the implications of this strategy and what it might mean for the future of Bitcoin.

在堅定不移的邁克爾·塞勒（Michael Saylor）的帶領下，微觀策略再次引起了海浪。該公司的持久比特幣（BTC）購買已成為一個定義的特徵，引起了加密貨幣領域的眉毛和引發討論。讓我們深入了解這種策略的含義以及對比特幣的未來意味著什麼。

Saylor's Stance: 21 Years and Counting

塞勒的立場：21歲

Michael Saylor, never one to mince words, recently took to X to signal MicroStrategy's 11th consecutive week of Bitcoin buys, a streak that began mid-April. His message was simple: "In 21 years, you'll wish you'd bought more." With over 4.4 million followers, Saylor's influence in the crypto world is undeniable, and his bullish stance on Bitcoin is well-documented.

邁克爾·賽勒（Michael Saylor）從來都不是一個人來諷刺單詞，最近曾透露X，以表示Microstrategy連續第11週的比特幣購買，這一連勝紀錄開始於4月中旬。他的信息很簡單：“ 21年後，您希望您能買到更多。” Saylor在加密貨幣世界中的影響力是超過440萬的，他對比特幣的看漲立場有充分的文獻記錄。

The Numbers Don't Lie: MicroStrategy's Massive Bitcoin Hoard

數字不撒謊：MicroStrategy的巨大比特幣ho積

MicroStrategy's Bitcoin treasury is nothing short of staggering. As of June 23, the company held 592,345 BTC, valued at over $63.6 billion. This makes them the largest corporate BTC holder globally, holding more than double the amount of BTC as the top 20 competing public Bitcoin treasury companies combined. A recent purchase on June 23 saw them add 245 BTC for $26 million.

MicroStrategy的比特幣財政部簡直令人震驚。截至6月23日，該公司持有592,345 BTC，價值超過636億美元。這使它們成為全球最大的公司BTC持有人，是BTC的兩倍以上，因為這是競爭性的20個公共比特幣財政公司的總和。 6月23日最近的一次購買使他們以2600萬美元的價格增加了245 BTC。

Supply Shock Incoming? The Debate Rages On

供應衝擊即將來臨？辯論激烈

The question on everyone's mind: could MicroStrategy's relentless Bitcoin accumulation trigger a supply shock, sending BTC prices soaring? Analysts are divided. While some believe the company's buying spree could significantly impact supply, others are more cautious, pointing to potential risks associated with corporate Bitcoin treasury models.

每個人都想到的問題：MicroStrategy的無情比特幣積累是否會引發供應衝擊，使BTC價格飆升？分析師被分割了。儘管有些人認為該公司的購買狂潮可能會極大地影響供應，但其他人則更加謹慎，指出與公司比特幣財政模型相關的潛在風險。

The Sustainability Question: Not All Treasuries Are Created Equal

可持續性問題：並非所有國庫都平等創建

Concerns have been raised about the sustainability of companies financing Bitcoin acquisitions with debt and equity. Some fear this could be the source of the next Bitcoin bear market. A recent report from venture capital firm Breed suggests that only a handful of Bitcoin treasury companies will survive a significant price drop. Breed notes that MicroStrategy is in a much stronger position due to its size, BTC holdings, and experience weathering previous market downturns. They continued accumulating Bitcoin even through the bear market, which will be the hallmark behavior of other successful BTC treasury companies.

人們對用債務和股權融資比特幣收購的公司的可持續性提出了擔憂。有些人擔心這可能是下一個比特幣熊市的來源。風險投資公司的最新報告表明，只有少數比特幣國庫公司才能在價格下降大幅下降。繁殖指出，由於微型流通的大小，BTC持有和風化以前的市場低迷，其位置要強得多。他們甚至通過熊市繼續積累比特幣，這將是其他成功的BTC財政公司的標誌行為。

$21 Million Bitcoin? Saylor's Audacious Prediction

2100萬美元的比特幣？ Saylor的大膽預測

If you thought Saylor's confidence couldn't get any higher, think again. He recently unveiled a Bitcoin price prediction of $21 million per coin. That's nearly 20,000% from current levels! While most mainstream predictions top out around $1 million, Saylor's vision is on another level.

如果您認為Saylor的信心無法提高，請再考慮一下。他最近公佈了每枚硬幣2100萬美元的比特幣價格預測。目前的水平接近20,000％！雖然大多數主流預測最高的100萬美元，但塞勒的願景在另一個層面上。

Looking Ahead: S&P 500 Inclusion on the Horizon?

展望未來：標普500納入地平線？

Adding another feather to MicroStrategy's cap, market analyst Jeff Walton predicts a 91% chance of the company joining the S&P 500 in Q2 2025. This would be a major milestone, further solidifying MicroStrategy's position in the financial landscape.

市場分析師傑夫·沃爾頓（Jeff Walton）在Microstrategy的上限上增加了另一個羽毛，預測該公司在第二季度2025年加入標準普爾500指數的機會有91％。這將是一個主要的里程碑，進一步鞏固了MicroStrategy在金融環境中的地位。

The Monday Pattern: More Buys Imminent?

星期一模式：更多即將購買？

Adding to the intrigue, a pattern has emerged: MicroStrategy often makes Bitcoin purchases on Mondays. Saylor's recent social media activity, including a screenshot of MicroStrategy’s Bitcoin portfolio tracker, hints at further acquisitions. Market watchers are now anticipating the next move, potentially another multi-million-dollar Bitcoin buy.

除了陰謀外，已經出現了一種模式：MicroStrategy經常在星期一購買比特幣。 Saylor最近的社交媒體活動，包括Microstrategy的比特幣投資組合跟踪器的屏幕截圖，暗示了進一步的收購。市場觀察家現在預計下一步行動，可能是另一項數百萬美元的比特幣購買。

Final Thoughts: Buckle Up, It's Going to Be an Interesting Ride

最終想法：係好，這將是一個有趣的旅程

MicroStrategy's Bitcoin strategy continues to be a major talking point in the crypto world. Whether it triggers a supply shock, leads to S&P 500 inclusion, or simply continues to defy expectations, one thing is clear: Michael Saylor is playing the long game. So, grab your popcorn, keep an eye on those Monday announcements, and get ready for whatever comes next. It's bound to be a wild ride!

MicroStrategy的比特幣戰略仍然是加密世界中的主要話題。無論是觸發供應衝擊，導致標準普爾500指數，還是只是繼續違背期望，一件事很明顯：邁克爾·塞勒（Michael Saylor）在玩漫長的比賽。因此，抓住您的爆米花，請密切關注這些星期一的公告，並為接下來的任何事情做準備。這一定是瘋狂的旅程！